See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,695 | $96,305+34.7% | $80,569+61.0% | $139,434-7.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 40.42% | 1350.08%-1309.7pp | 935.43%-895.0pp | 372.94%-332.5pp |
| Employer contribution / active EE | $1,234 | $3,262-62.2% | $2,723-54.7% | $4,751-74.0% |
| Participant deferral / active EE | $15,881 | $5,232+203.5% | $4,447+257.1% | $6,710+136.7% |
| Admin fee / account holder | $162 | $6,599-97.5% | $5,377-97.0% | $11,403-98.6% |